Retail Manager 11 - Essentials & Beyond (1 Day)
Brief Outline:
This course can be conducted onsite in your premises and is usually delivered in conjunction with setting up and customising Retail Manager for your point-of-sale business.
CLASS Training also offers this as a public course, using a fictional business*.
The course covers the full range of how to set up Retail Manager and then how to use it*. Setting up staff, stock, customers, and other important aspects are covered. You’ll also learn how to import information if you have it present in other files, such as Excel spreadsheets.
The end-user part of the course covers all day-to-day usage of Retail Manager*, including creating orders to your suppliers, making cash and account sales, as well as day’s-end processing. There’s an introduction to how lay-bys and gift certificates work, how to print receipts and operate the till, and even how to change the message that appears on till receipts.
Important maintenance tasks of reporting, stock-taking, backing-up and keeping your file running efficiently and smoothly are covered.
You will be supplied with a training workbook that contains all the important instructions and shortcuts for using Retail Manager. And you can ask any questions that are relevant to your particular situation.
*Important: When delivered as a public course, setting up and using point-of-sale (POS) hardware is not covered.
Detailed Outcomes:
By the end of your learning, you will be able to:
Administration
- Create a shop front.
- Create staff, suppliers, customers, stock items.
- Implement a security policy for staff access.
- Import existing information (e.g., stock, staff, customers, suppliers).
- Set up how to handle the money (payment types, surcharges, cash drawer/till floats. etc).
- Set up preferences/options (e.g, messages displayed on till receipts).
- Set up lay-bys, gift certificates.
- Set up back-ups and other maintenance tasks.
- Connecting another PC/till to the shop front.
End-User
- Enter orders to suppliers.
- Enter POS cash sales, account sales, refunds.
- Handle different payment types (EFTPOS, credit card, cash, cash-out with payments).
- Enter payments for account sales.
- Enter refunds, credits.
- View/print various reports (Takings, Stock take, Stock order alerts, Customer Statements, etc)
- Use time-saving shortcuts.
- Carry out maintenance procedures (end-of-day cash-up, change till float).
- Carry out back-up and file-maintenance procedures.
Recommended Prior Experience (Prerequisites):
No experience in using MYOB is required nor assumed. Participants are expected to have a sound knowledge of and experience with a Windows PC.